FreshBooks and SmartCOMM 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

시장을 선도하는 기업들이 Workato를 사용합니다

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Build Powerful Workflows, fast

Triggers

When this happens…

FreshBooks
  • New/updated client
    New/updated client in FreshBooks
  • New/updated estimate
    New/updated estimate in FreshBooks
  • New/updated invoice
    New/updated invoice in FreshBooks
  • New/updated payment
    New/updated payment in FreshBooks

    • Any other trigger you can think up

SmartCOMM
  • Job
    Creates a single triggers when a job is created in SmartCOMM.

    • Any other trigger you can think up

Actions

Do this…

FreshBooks
  • Add line item to invoice
    Add line item to invoice in FreshBooks
  • Create client
    Create client in FreshBooks
  • Create expense
    Create an expense in FreshBooks
  • Create invoice
    Create invoice in FreshBooks
  • Create item
    Create item in FreshBooks
  • Get client details by ID
    Get client details in FreshBooks
  • Get item details by ID
    Get item details in FreshBooks
  • Search staff members
    Search for staff member in FreshBooks
  • Make payment
    Make payment in FreshBooks
  • Search a client by email/username
    Search a client by email/username in FreshBooks
  • Update client
    Update client in FreshBooks

    • Any other action you can think up

SmartCOMM
  • Create Bundle
    Creates a bundle by closing the specified spool.
  • Generate Document
    Generates a document using specified data and template.
  • Get Bundle Details
    Retrieves a bundle's details and optionally any associated bins.
  • Get Job Detail
    Returns the details of a job.
  • Get Spool Details
    Retrieves details for a specific spool.
  • List Bundles
    Retrieves a list of bundles from a specified spool.
  • List Jobs
    Returns the jobs in the system matching specified criteria.
  • List Spools
    Retrieves a list of spools with sorting and pagination.
  • Submit Job
    Submits a job for processing.

    • Any other action you can think up

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